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The key question on the page is whether this customer is an EMAIL or PRINT customer for their invoice.set to have Invoices Emailed or Printed. Please set the following option.
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Invoice Terms
Payment Terms
There are two options that can be used
Add days to the invoice date - you then need to enter the number of days
End of the next month following invoice date
These will be used to calculate the due date for the invoice which may be on your invoice template along and it may also be required of your finance system output.
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Most customers have at least 2 different outputs for their customers, generally these are
Detailled Invoice - this will be an invoice with every single line for each charging period shown on the invoice. We would recommend you consider the summary invoice which groups everything.
Summary Invoice - it is advisable that is you are sending the summarised template that you also tick the email csv option as this will generate an excel file for your customer which contains all the data.
Carton Charge
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| title | Goods Out fields ...... expand for further explanations. |
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Goods Out Invoice OptionsField Name | Explanation |
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include VAT | whether this item will have sales tax applied. | Min Invoice Charge | If the calculated amount of this section of the invoice is below the value shown then this will be the minimum charged value. | Accumulative | This is best explained with an example, imagine there are 18 singles to charge and your charge bands are setup as follows: 1-12 singles = £0.10 per bottle 12-24 singles = £0.09 per bottle | Ignore EDI Band | As part of the charging mechanism you can separate charging for manually entered orders and those which are provided via EDI/VCIS, this allows you to give customers better rates when you are not having to provide resource to manually enter the orders | Charge Remainder only | | Info |
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Only available for ‘Case picking’ charges. Designed to be used in conjunction with ‘Pallet picking’. |
If you have 5 pallets and 3 cases picked on a particular day, ‘Pallet picking’ will charge for the 5 pallets (providing you have ‘Round up’ unticked), you can setup ‘Case picking’ with ‘Charge Remainder only’ ticked to charge for the remaining 3 cases. Leaving ‘Charge Remainder only’ unticked, with both ‘Pallet picking’ and ‘Case picking’ charging enabled will result in 5 pallets being charged PLUS the full quantity of cases being charged on top (e.g 5x56 + 3 = 283 cases charged). | Round up | With ‘Round up’ ticked against the ‘Pallet picking’ charge, in the above example 6 pallets would be charged instead of 5. With ‘Round up’ ticked for a ‘Case picking’ charge where you have 7 cases picked and 2 residual singles, this would be rounded up to charge 8 cases. |
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Charging Basis - when charging is implemented, the system will use the singles per case and cases per pallet from the product settings.
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